Stay Tuned, Disciplined & Patient! {TJM} The Investor & Character Equation (ICE) | S + R = O IMPORTANT DISCLOSURE INFORMATION Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of
We study a wide variety of correlations between various investments and other factors. Below I wanted to highlight an interesting chart that has a very high degree of correlation. In short, based on this historical analysis dating back to 1951, investors should expect an average annual rate of return between 3-4% based on Household Equity
Last year at Thanksgiving, most were talking about Bitcoin and cryptocurrencies. This year – not so much! Here is a stark reminder in a recent article from Reuters in regards to where you are getting your recommendations and how those making the recommendations are being compensated: There are now at least 2,094 unique cryptocurrencies and
With the upcoming G20 Summit this week, many financial pundits are looking for any reason for the market to rally into year end. Many have discussed the potential trade deal between Trump and Xi as a catalyst for the recent move higher in stocks. I would pump the brakes if you are banking on a
PIMCO put together this chart on how Risk Factors perform in various parts of the market cycle. As you can see below, over the full sample, US stocks beat both US corporate bonds and US Treasuries based on risk-adjusted returns. However, as I have discussed often over the past few months we expect both growth